Implementation Toolkit

Whether you are implementing an HSA for the first time or switching custodians, you want it to be easy and painless. UMB can help. We’ve got every step covered, so you and your employees will get the best possible experience.

Our Implementation Toolkit includes simple tools and resources that will support you in designing your high-deductible health plan with health savings account. No surprises around the corner—you’ll know exactly what to expect and how to prepare when implementing this kind of plan. And you’ll love the road map that will help you to successfully implement it.

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Get more details about the Implementation Toolkit and what it can do for you.

Get the Toolkit Now!

If you’re a UMB customer, call 855.664.4160 or email to get your toolkits.  Not a UMB customer? Give us a call today to get started.

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

Webinar Recording HSAs - 10 Facts Everyone Should Know

You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡

Take the guesswork out of HSA Administration

The UMB HSA empowers you with robust analytics, reporting tools and the communication support you'd expect from a top 10 HSA custodian